# Brian Jones

> Brian Jones is a fee-only financial advisor at NextGen Financial Advice in Elko New Market, Minnesota. Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (1.2% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/brian-jones-6126399/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** NextGen Financial Advice
- **Based in:** Elko New Market, Minnesota
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $8.8M across 175 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6126399 (https://adviserinfo.sec.gov/individual/summary/6126399)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.nextgenfinancialadvice.com

## Frequently asked questions

### Is Brian Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and NextGen Financial Advice reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Brian charge?

According to NextGen Financial Advice's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; no asset minimum.

### Does Brian work with clients virtually?

Yes. NextGen Financial Advice says on its website that it works with clients remotely.

### Where is Brian Jones based?

Brian Jones is based in Elko New Market, Minnesota.

### What does Brian specialize in?

Brian's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Brian Jones registered with the SEC?

Yes. Brian Jones is registered as an investment adviser representative in MN (CRD 6126399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does NextGen Financial Advice manage?

NextGen Financial Advice reports $8.8M across 175 accounts in assets under management.

### How do I contact Brian Jones?

Through Brian's website, www.nextgenfinancialadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6126399): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nextgenfinancialadvice.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.